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Cecelia Venechanos Marshall

Pershing LLC

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About Cecelia Venechanos Marshall

Cecelia Marshall is a financial advisor with Pershing LLC and Pershing Advisor Solutions LLC. She is licensed to offer investment products and services in both California and Colorado. Cecelia has been in the financial services industry since 2011 and holds a Series 6, 7, and 66 license. She also holds the Securities Industry Essentials (SIE) exam. Prior to joining Pershing, Cecelia was an advisor at Cetera Advisors LLC in Denver, Colorado.

Firm Information

Cecelia Marshall is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Cecelia Marshall’s Registration & Firm History

IL

05/04/2022 - Present

Pershing LLC (Oakbrook Terrace IL)

CO

03/07/2011 - 11/14/2018

CETERA ADVISORS LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 02/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/06/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Cecelia Venechanos Marshall.
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